Mascoma Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Mascoma Wealth Management’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.23K	Buy	+180	New	+$9.5K	﹤0.01%	349

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $202M AUM 43.14% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EIM

Ervin Investment Management Seattle, Washington $186M AUM 13.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Mascoma Wealth Management's JEF Position: Q3 2026 in Review

Mascoma Wealth Management opened a new position in Jefferies Financial Group (JEF) in Q3 2026: 180 shares worth $8.23K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings.

108 funds tracked by Wall St. Rank hold JEF as of Q3 2026.

Mascoma Wealth Management held 180 shares of Jefferies Financial Group worth $8.23K as of Q3 2026.
Jefferies Financial Group was a new Mascoma Wealth Management position in Q3 2026.
Jefferies Financial Group made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #349 holding.
108 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.